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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
201
Suntrust Banks
Georgia
$219K +$10.9K +293 +5%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$217K -$152K -4,102 -41%
OI
203
Oakbrook Investments
Illinois
$215K -$34.7K -936 -14%
IA
204
IFP Advisors
Florida
$214K -$114K -3,068 -34%
ARTA
205
A.R.T. Advisors
New York
$212K -$378K -10,203 -64%
FTIOP
206
Fiduciary Trust International of Pennsylvania
Pennsylvania
$208K
SC
207
Sepio Capital
Utah
$205K +$208K +5,600 New
GJIC
208
Gamble Jones Investment Counsel
California
$203K +$206K +5,541 New
CS
209
Candriam SCA
Luxembourg
$203K +$206K +5,544 New
AI
210
Atria Investments
North Carolina
$200K -$11.5K -310 -5%
TIM
211
Tortoise Investment Management
New York
$188K -$12.5K -336 -6%
AF
212
Advisornet Financial
Minnesota
$171K -$9.16K -247 -5%
WT
213
Whittier Trust
California
$153K
AF
214
Allworth Financial
California
$145K
FMLI
215
Fukoku Mutual Life Insurance
Japan
$139K
IUHSA
216
Itau Unibanco Holding S.A.
Brazil
$131K +$135K +3,628 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$118K -$28.7K -775 -19%
BC
218
Bartlett & Co
Ohio
$118K -$28.7K -775 -19%
AIM
219
Assured Investment Management
New York
$103K +$104K +2,817 New
PCM
220
Prelude Capital Management
New York
$101K +$102K +2,756 New
GWM
221
Geneos Wealth Management
Colorado
$95K
RFA
222
Reilly Financial Advisors
California
$89K
AF
223
Arrow Financial
New York
$85K
APA
224
American Portfolios Advisors
New York
$76.2K +$556 +15 +0.7%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$67K +$19.7K +531 +41%

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.